JNBA Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25
| Closed | -$1.21K | – | 673 |
|
|
2025
Q1 | $1.21K | Buy |
+25
| New | +$1.21K | ﹤0.01% | 614 |
|
|
2022
Q3 | – | Sell |
-645
| Closed | -$31K | – | 716 |
|
|
2022
Q2 | $31K | Hold |
645
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $31K | Hold |
645
| – | – | ﹤0.01% | 348 |
|
|
2021
Q4 | $33K | Hold |
645
| – | – | ﹤0.01% | 350 |
|
|
2021
Q3 | $33K | Hold |
645
| – | – | ﹤0.01% | 342 |
|
|
2021
Q2 | $33K | Hold |
645
| – | – | ﹤0.01% | 335 |
|
|
2021
Q1 | $33K | Hold |
645
| – | – | ﹤0.01% | 328 |
|
|
2020
Q4 | $33K | Sell |
645
-106
| -14% | -$5.42K | 0.01% | 302 |
|
|
2020
Q3 | $39K | Buy |
751
+106
| +16% | +$5.51K | 0.01% | 263 |
|
|
2020
Q2 | $33K | Hold |
645
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $33K | Buy |
+645
| New | +$33K | 0.01% | 260 |
|